Velda Eugenias
CFP®
The Mather Group
Managing Director
Velda Eugenias
CFP®
The Mather Group
Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Velda Eugenias, CFP®
Fee-Only financial planner located in Gadsden, AL, serving clients locally and across the country
Meet Velda Eugenias
Velda Eugenias has spent her entire career in financial services, with the last 30 years concentrated in financial planning and investments. Velda joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group (EAG), which she founded in 2008. EAG was formed when Velda spun off from a five-year partnership of Cedarholm & Eugenias, another registered investment advisory firm. Previously, Velda was an investment officer at a national bank for nine years. She is dedicated to education and believes that staying abreast of new laws, regulations, and rules is the backbone of what enables an advisor to meet a client’s needs. Velda has contributed to the “Jump Start Your Retirement” series in Kiplinger’s magazine, served on various leadership boards/committees for National Association of Personal Financial Advisors (NAPFA), and been a frequent guest lecturer on financial planning topics at the University of Alabama, where she earned a Bachelor of Science degree in Human and Environmental Sciences. She is also a graduate of the College of Financial Planning in Denver and a CERTIFIED FINANCIAL PLANNER™ professional.
Velda Eugenias is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Velda Eugenias is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Velda Eugenias
Office Locations:
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508 S 5th St
Gadsden, AL 35901
